Pusula Yat\u0131r\u0131m\u2019\u0131n yay\u0131mlad\u0131\u011f\u0131 de\u011ferlendirmesinde, k\u00fcresel piyasalarda jeopolitik riskler ve merkez bankalar\u0131na ili\u015fkin beklentiler g\u00fcndemin oda\u011f\u0131nda yer al\u0131rken, yurt i\u00e7inde ise siyasi geli\u015fmelere y\u00f6nelik beklentiler ve ekonomiye ili\u015fkin de\u011ferlendirmeler piyasalar \u00fczerinde etkili oldu\u011fu ifade edildi.<\/p>\n
Raporda, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Amerikal\u0131 askerlerin \u00f6ld\u00fcr\u00fclmesi halinde \u0130ran ile ate\u015fkesi sona erdirmeyi de\u011ferlendirece\u011fini yard\u0131mc\u0131lar\u0131na iletti\u011fi belirtilirken, ABD Hazine Bakan\u0131 Scott Bessent\u2019in \u0130ran sava\u015f\u0131 kaynakl\u0131 enflasyon art\u0131\u015f\u0131n\u0131n k\u0131sa vadeli bir dalgalanma olaca\u011f\u0131n\u0131 ifade etti\u011fi aktar\u0131ld\u0131. Morgan Stanley\u2019in de\u011ferlendirmesine g\u00f6re ise Kevin Warsh\u2019\u0131n Fed Ba\u015fkan\u0131 olmas\u0131 durumunda d\u00f6viz piyasalar\u0131nda \u00f6nemli riskler olu\u015fabilece\u011fi ve bunun dolar ile di\u011fer para birimlerinde yeni trendlere yol a\u00e7abilece\u011fi kaydedildi.<\/p>\n
Fed\u2019in Bej Kitap raporunda ABD\u2019de fiyat art\u0131\u015flar\u0131n\u0131n g\u00fc\u00e7l\u00fc seyrini korudu\u011fu, ekonomik faaliyetlerin \u00fclkenin b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcnde hafif ila orta d\u00fczeyde artt\u0131\u011f\u0131, istihdamda ise \u00f6nemli bir de\u011fi\u015fim g\u00f6r\u00fclmedi\u011fi belirtildi.<\/p>\n
Jeopolitik geli\u015fmeler kapsam\u0131nda ABD\u2019nin, \u0130srail ve L\u00fcbnan\u2019\u0131n ate\u015fkes anla\u015fmas\u0131n\u0131 uygulamay\u0131 kabul etti\u011fini duyurdu\u011fu, ancak anla\u015fman\u0131n Hizbullah\u2019\u0131n sald\u0131r\u0131lar\u0131 durdurmas\u0131na ba\u011fl\u0131 oldu\u011fu ifade edildi. \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Arak\u00e7i\u2019nin ise ABD ile ileti\u015fimin s\u00fcrd\u00fc\u011f\u00fcn\u00fc, Beyrut\u2019a y\u00f6nelik sald\u0131r\u0131lar\u0131n durdurulmas\u0131 konusunda mesaj al\u0131\u015fveri\u015finde bulunuldu\u011funu ancak m\u00fczakerelerde somut ilerleme sa\u011flanamad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Avrupa taraf\u0131nda ise Almanya\u2019n\u0131n Birle\u015fmi\u015f Milletler G\u00fcvenlik Konseyi \u00fcyeli\u011fi i\u00e7in yap\u0131lan oylamada ilk kez koltuk elde edemedi\u011fi, Bat\u0131 Avrupa grubuna ayr\u0131lan iki \u00fcyelik i\u00e7in Portekiz ve Avusturya\u2019n\u0131n se\u00e7ildi\u011fi belirtildi.<\/p>\n
Yurt i\u00e7i geli\u015fmelere de\u011finilen raporda, spek\u00fclasyonlar\u0131n sona ermesi ve siyasi haber ak\u0131\u015f\u0131na y\u00f6nelik beklentiler nedeniyle sat\u0131\u015f bask\u0131s\u0131n\u0131n izlendi\u011fi ifade edildi. Citi ekonomistlerinin T\u00fcrkiye ekonomisinin 2026 y\u0131l\u0131nda y\u00fczde 2,5 b\u00fcy\u00fcmesini bekledi\u011fi belirtilirken, ilk \u00e7eyrekte a\u00e7\u0131klanan y\u00fczde 2,5\u2019lik b\u00fcy\u00fcme verisinin Goldman Sachs ve Citi beklentilerinin alt\u0131nda kald\u0131\u011f\u0131 kaydedildi. Her iki kurumun da d\u0131\u015f talep ve i\u00e7 ekonomik dengesizlikleri b\u00fcy\u00fcme a\u00e7\u0131s\u0131ndan risk olarak g\u00f6rd\u00fc\u011f\u00fc ve ekonomide yava\u015flaman\u0131n s\u00fcrebilece\u011fini \u00f6ng\u00f6rd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
Raporda ayr\u0131ca ABD D\u0131\u015fi\u015fleri Bakan\u0131 Marco Rubio\u2019nun, ABD Ba\u015fkan\u0131 Trump\u2019\u0131n temmuz ay\u0131nda T\u00fcrkiye\u2019de d\u00fczenlenecek NATO Zirvesi\u2019ne kat\u0131laca\u011f\u0131n\u0131 ve zirveyi \u201cittifak tarihinin en \u00f6nemli zirvesi\u201d olarak nitelendirdi\u011fini s\u00f6yledi\u011fi belirtildi.<\/p>\n
Pusula Yat\u0131r\u0131m de\u011ferlendirmesinde yeni g\u00fcnde BIST 100 endeksi i\u00e7in 13.555 seviyesinin destek, 14.200 seviyesinin ise diren\u00e7 olarak takip edilece\u011fi ifade edildi. Endeksin 14 bin puan \u00fczerinde kal\u0131c\u0131 olamad\u0131\u011f\u0131 s\u00fcrece negatif g\u00f6r\u00fcn\u00fcm\u00fcn devam edebilece\u011fi belirtilirken, son 5,5 i\u015f g\u00fcn\u00fcnde 15 milyar TL\u2019lik para \u00e7\u0131k\u0131\u015f\u0131na dikkat \u00e7ekildi. K\u00fcresel gerginliklerin ve yurt i\u00e7indeki spek\u00fclasyonlar\u0131n piyasalardaki dalgalanmay\u0131 s\u00fcrd\u00fcrmesinin beklendi\u011fi vurguland\u0131.<\/p>\n
Teknik g\u00f6r\u00fcn\u00fcm<\/p>\n
BIST 100 endeksinde yeni haftada 14 bin puan \u00fczerinde kalma \u00e7abas\u0131n\u0131n izlenece\u011fi belirtilirken, diren\u00e7 seviyeleri 14.252, 14.549 ve 14.777; destek seviyeleri ise 13.555, 13.000 ve 12.800 olarak s\u0131raland\u0131.<\/p>\n
V\u0130OP taraf\u0131nda ise 16 bin puan \u00fczerinde kal\u0131c\u0131l\u0131\u011f\u0131n \u00f6nemine i\u015faret edilirken, diren\u00e7 seviyeleri 16.549, 17.000 ve 17.250; destek seviyeleri ise 16.000, 15.750 ve 15.555 olarak payla\u015f\u0131ld\u0131.<\/p>\n
\u015eirket haberleri<\/p>\n
Pusula Yat\u0131r\u0131m\u2019\u0131n \u015firket haberleri b\u00f6l\u00fcm\u00fcnde, \u00d6zak GYO (OZKGY)\u2019nin Emlak Konut GYO taraf\u0131ndan d\u00fczenlenen \u201c\u0130stanbul \u00dcmraniye Tepe\u00fcst\u00fc Arsa Sat\u0131\u015f Kar\u015f\u0131l\u0131\u011f\u0131 Gelir Payla\u015f\u0131m\u0131 \u0130\u015fi\u201d ihalesinin ilk oturumuna kat\u0131ld\u0131\u011f\u0131 ve geli\u015fmelerin ayr\u0131ca duyurulaca\u011f\u0131 belirtilirken haber n\u00f6tr olarak de\u011ferlendirildi.<\/p>\n
Prizma Pres Matbaac\u0131l\u0131k (PRZMA) i\u00e7in sat\u0131\u015f s\u00fcrecinin Tera Turizm \u00fczerinden y\u00fcr\u00fct\u00fclece\u011fi a\u00e7\u0131klan\u0131rken haber olumlu olarak de\u011ferlendirildi.<\/p>\n
Ebebek (EBEBK)\u2018in may\u0131s ay\u0131nda T\u00fcrkiye\u2019deki ma\u011fazalar\u0131n\u0131 ziyaret eden ki\u015fi say\u0131s\u0131n\u0131n y\u0131ll\u0131k bazda 4 milyon 299 bin 60\u2019tan 5 milyon 521 bin 9\u2019a y\u00fckseldi\u011fi, ebebek.com internet sitesi ziyaret\u00e7i say\u0131s\u0131n\u0131n ise 10 milyon 216 bin 785\u2019ten 11 milyon 255 bin 571\u2019e \u00e7\u0131kt\u0131\u011f\u0131 belirtilerek geli\u015fme olumlu de\u011ferlendirildi.<\/p>\n
Global Yat\u0131r\u0131m Holding (GLYHO) i\u015ftiraki GPH\u2019nin Ferrol Kruvaziyer Liman\u0131\u2019n\u0131 30 y\u0131l s\u00fcreyle i\u015fletme hakk\u0131n\u0131 kazanmas\u0131n\u0131n olumlu oldu\u011fu ifade edildi.<\/p>\n
SASA Polyester (SASA)\u2019n\u0131n 785 milyon 263 bin 157,89 TL tutar\u0131nda primli sermaye art\u0131r\u0131m\u0131 karar\u0131 ald\u0131\u011f\u0131 belirtilirken haber n\u00f6tr olarak s\u0131n\u0131fland\u0131r\u0131ld\u0131.<\/p>\n
Fade G\u0131da (FADE)\u2018n\u0131n BIST XU300 endeksine dahil edilece\u011fi ve TRILC\u2019nin endeksten \u00e7\u0131kar\u0131laca\u011f\u0131 bilgisi payla\u015f\u0131l\u0131rken geli\u015fme olumlu olarak de\u011ferlendirildi.<\/p>\n
<\/strong> \u0130stanbul, 4 Haziran (Hibya) – Pusula Yat\u0131r\u0131m, k\u00fcresel jeopolitik gerginlikler, Fed\u2019e ili\u015fkin beklentiler ve yurt i\u00e7indeki ekonomik g\u00f6r\u00fcn\u00fcm\u00fcn piyasalarda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":94150,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-94149","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/94149","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=94149"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/94149\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/94150"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=94149"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=94149"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=94149"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"